Tag:
OUTsurance
Ghost Wrap
GHOST WRAP – The JSE Winners’ Club in 2025
At the halfway mark in 2025, we've lived through some huge geopolitical shifts. The world's gaze has shifted beyond just the US market. Many investors choose to stick with what they know in times like these. This means homegrown favourites on the JSE. But which stocks have been the big winners thus far this year, and what do they have in common?
Ghost Bites
GHOST BITES (Alphamin | BHP | Merafe | Ninety One | Sasol | South32 | Zeder)
Security issues in the DRC ruined Alphamin's quarter (JSE: APH)
As expected, annual guidance has been reduced
Alphamin has released its production and operational update for...
Ghost Bites
GHOST BITES (ArcelorMittal | Sabvest)
ArcelorMittal is still winding down the long steel business. Sabvest had a particularly good year in 2024, with NAV growth well above recent averages.
DealMakers
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
Ghost Bites
GHOST BITES (ArcelorMittal | Choppies | Libstar | OUTsurance | Renergen | SA Corporate | Thungela | York Timbers)
Renergen has finally filled a helium container. OUTsurance released exceptional numbers. Thungela is buying out the Australian minorities. Libstar released poor numbers. Look out for ArcelorMittal, Choppies, SA Corporate Real Estate and York Timbers as well.
Ghost Bites
GHOST BITES (AfroCentric | Fortress | Harmony Gold | Impala Platinum | KAP | Life Healthcare | Motus | MTN | OUTsurance | Sanlam...
Earnings updates came through from AfroCentric, Fortress, Harmony Gold, Impala Platinum, KAP, Motus, MTN, OUTsurance, Sanlam, Shaftesbury, Spar and Truworths. Life Healthcare released the LMI disposal circular.
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Ghost Bites
GHOST BITES (Afrimat | Anglo American / Amplats / Kumba | Cashbuild | Clicks | Datatec | Mantengu Mining | Nu-World | Spear REIT)
Clicks and Datatec released great numbers and the duo of Cashbuild and Nu-World are showing signs of better sentiment. In mining, look out for Afrimat and the Anglo group companies, along with Mantengu and a strange narrative. Spear REIT is also worth a read.
